See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,828 | $105,181-54.5% | $159,436-70.0% | $85,850-44.3% |
| Participation rate | 78.8% | 75.8%+3.0pp | 82.8%-4.0pp | 69.3%+9.5pp |
| Annual return | 9.54% | 45.07%-35.5pp | 263.57%-254.0pp | 318.53%-309.0pp |
| Employer contribution / active EE | $2,176 | $3,318-34.4% | $4,829-55.0% | $2,565-15.2% |
| Participant deferral / active EE | $2,087 | $5,945-64.9% | $7,352-71.6% | $3,952-47.2% |
| Admin fee / account holder | $10,766 | $6,933+55.3% | $10,799-0.3% | $6,260+72.0% |